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ADVICEOS
People & Products
The integration will allow AdviceOS users to pull client data from myprosperity....
People & Products
The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....
People & Products
Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct faster in-depth product research....
People & Products
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....
Financial planning
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
Superannuation
Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund....
Superannuation
The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and allows users to update portfolio ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...